+59.3%
OVV vs GSK
+14.2%
+45.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | +0.2% |
| 7D | -10.7% | +4.9% | -15.6% | -10.3% |
| 30D | -5.3% | +10.8% | -16.1% | -4.5% |
| 3M | +2.4% | -1.8% | +4.2% | +2.5% |
| 6M | +5.7% | +4.1% | +1.5% | +6.3% |
| YTD | +56.8% | +7.9% | +48.9% | +48.8% |
| All | +59.3% | +14.2% | +45.2% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded GSK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling